$Oracle(ORCL)$ The stock is getting close to a monthly support level. It looks oversold, so I'm watching for a bounce. I'm looking to accumulate at these levels.

Four AI stocks that look heavily discounted at current levels: $Oracle(ORCL)$  at $124. The company has one of the world's largest data ecosystems and is becoming a major player in AI infrastructure. Growth expectations are still strong, but the valuation is around 15x forward earnings. $ServiceNow(NOW)$  at $102. It's essentially the backbone for enterprise AI workflows. Growth is starting to pick up again, management is confident, and the stock is still about 60% below its highs. $CoreWeave, Inc.(CRWV)$  at $79. This is one of the fastest-growing names in the NeoCloud space, with huge AI demand, a large backlog, strong margins, and backing from NV

$Oracle(ORCL)$ It's hard to tell with Larry Ellison. I've always liked his approach.

$Oracle(ORCL)$ Seeing a 20% rally in a single day often signals the bottom could be in.

$Oracle(ORCL)$  Just looking at Oracle's long-term fundamentals here. The current market cap is $364B, with a massive RPO backlog of $638B. Revenue is projected to grow at a 31% CAGR through FY2030, and demand for cloud compute and infrastructure keeps accelerating. The long-term growth runway looks significant.

$Palantir Technologies Inc.(PLTR)$ Imagine shorting Oracle with max leverage at $107 two weeks ago.

$Oracle(ORCL)$ The valuation gap is getting interesting. Oracle's cloud backlog is at $553B, while its market cap is around $351B. That leaves a gap of over $200B, which is close to 40% of the total backlog value. A large part of this backlog is linked to AI cloud demand, including major commitments with OpenAI. The market is still trying to figure out how much of this future revenue growth is already priced into the stock. AI infrastructure spending remains the key story to watch for ORCL.

$Oracle(ORCL)$ The Saline Township Board of Trustees voted 5-0 in a special meeting to reverse their previous cap on Oracle's data center tax break. The board granted a 12-year, 50% Industrial Facilities Exemption Certificate for the full $43.1 billion in proposed investment, rather than limiting it to the initial $4.8 billion estimate.

$Klarna Group plc(KLAR)$ $PayPal(PYPL)$ $SoFi Technologies Inc.(SOFI)$ $Oracle(ORCL)$  If Klarna reaches $50+, you might look back and wish you had bought at $19.

$Oracle(ORCL)$ The doom and gloom posts about Oracle are getting a bit over the top. It's as if some bears think the company has suddenly become a failing business just because the stock sold off on concerns about debt, capex, and financing. In reality, Oracle is still reporting explosive cloud growth, has a massive contracted backlog, and is winning strategically important government cloud projects—like Japan's secure, air-gapped cloud initiative. Could the stock stay volatile or even go lower in the near term? Sure, that's possible. But the notion that ORCL will never recover is pretty hard to take seriously. This is a profitable global tech leader, not some speculative company with no revenue. I'm not saying it hits $200 right away, but ov

$Oracle(ORCL)$  At around a $362 billion market cap, Oracle looks very cheap. Its current free cash flow is being weighed down by AI infrastructure spending, but that capital expenditure is building assets against a $638 billion backlog. If free cash flow eventually reaches $50 billion to $100 billion, Oracle could justify a $1 trillion to $2 trillion valuation. The market seems to be pricing the construction cost right now, not the cash-generating machine being built.

$Oracle(ORCL)$ Looks very oversold to me, and it feels like it could bounce back at any point. The daily MACD and the bullish divergence on the Williams %R are pointing in the same direction.

$Netflix(NFLX)$ I think the financials will look solid again. I'm planning to keep waiting and adding more until this starts to climb, similar to what I've done with MSFT.

$Microsoft(MSFT)$ To me, that IBM letter felt like a gift from the market to let shorts cover. It seems like the stock could have easily hit 420 otherwise.

$Microsoft(MSFT)$ Keeping an eye on $Yelp(YELP)$  and MSFT. They've been showing some positive movement lately. Any thoughts on where they might be headed?

It feels like the market is starting to see that $CoreWeave, Inc.(CRWV)$  and $Oracle(ORCL)$  are priced too cheaply. That could be an easy play.

$Oracle(ORCL)$ I'm glad to be heavily invested here. I'm not selling, as I see over 300% upside. I'm holding on to this deep value play.

$Microsoft(MSFT)$  $Microsoft(MSFT)$  The recent news from IBM seems to reinforce the view that Azure's performance could exceed expectations. I think Microsoft might be looking at around $480 after its earnings report.

$Oracle(ORCL)$ Anticipating a company announcement about CAPEX being lowered. In my opinion, the stock could pop 25% instantly on the news.

$Oracle(ORCL)$ There's talk about news coming out that Oracle is scaling back its capital expenditures. If that's true, it could see a significant move up.